Philip James Callahan
Investment adviser representative at North Square Investments, LLC
12 yearsExperience
1 stateRegistered in
$3.2BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Foreside Fund Services, LLCDec 2022 to now
- North Square Investments, LLCJul 2018 to now
- Compass Distributors, LLCDec 2018 to Dec 2022
- Imst Distributors, LLCSep 2014 to Dec 2018
- Oak Ridge Investments, LLCJun 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
North Square Investments, LLC
$3.2BAssets managed
14Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224021
- Firm CRD
- 294355